Marcum Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $273K | Buy |
3,721
+247
| +7% | +$18.1K | 0.02% | 302 |
|
|
2024
Q4 | $218K | Sell |
3,474
-385
| -10% | -$24.1K | 0.02% | 347 |
|
|
2024
Q3 | $254K | Sell |
3,859
-234
| -6% | -$15.4K | 0.02% | 320 |
|
|
2024
Q2 | $295K | Sell |
4,093
-130
| -3% | -$9.38K | 0.03% | 278 |
|
|
2024
Q1 | $283K | Buy |
4,223
+150
| +4% | +$10.1K | 0.03% | 280 |
|
|
2023
Q4 | $268K | Sell |
4,073
-50
| -1% | -$3.29K | 0.03% | 274 |
|
|
2023
Q3 | $265K | Buy |
4,123
+775
| +23% | +$49.9K | 0.03% | 266 |
|
|
2023
Q2 | $202K | Buy |
+3,348
| New | +$202K | 0.02% | 334 |
|